Greenway Patient Portal Setup in Intergy 10.00 - 12.00

Refer to the following information when you initially set up Greenway Patient Portal or when you want to change the setup options:

1. Contact your Intergy Sales/Support office for information about enrolling to use the Greenway Patient portal.
2. Activate Greenway Patient in Feature Training Activation.

You can open the Feature Training Activation window from the Intergy System Administration menu bar by selecting the Utilities menu and then selecting Feature Training Activation.

For more information about activating features, see Activate a Feature for a Single Practice and Activate a Feature for All Practices in the Intergy online help.

When the ‘Greenway Patient’ feature is activated, the Use Greenway Patient parameter in Practice Configuration in Intergy Practice Administration is set automatically to ‘Yes’. This parameter is available for Greenway technical support personnel.

3. Set up Intergy system task types for use with Greenway Patient Portal. This allows a task to be sent to the Intergy system to be worked when a patient performs specific actions on the Greenway Patient Portal, such as updating demographic information or asking a question. The task types can be viewed, added, and edited in the Task Setup window in the Intergy Desktop.

The following task types can be setup and used with Greenway Patient Portal:

  • Demographics Update (DEMOUP) - When a patient updates his/her demographic information on the Greenway Patient portal, a Demographics update task is created for changing the patient’s information. Demographics Update tasks can be worked only in the Intergy Desktop. The tasks can be viewed but not worked in Intergy EHR.
  • Insurance Update (INSUP) - When a patient adds a new insurance plan or policy, an Insurance Update task is created for updating the patient’s insurance information. Insurance Update tasks can be worked only in the Intergy Desktop. The tasks can be viewed but not worked in Intergy EHR.
  • General Message (GENQST) - When a patient sends a question from the general question fields, a General Message task is created for reading the patient’s question and replying.
  • Insurance Question (INSQST) - When a patient sends a question in the insurance/billing question field, an Insurance Question task is created for reading the patient’s question and replying.
  • Medical Records Request (RECREQ) - When a patient sends a message from the “Which record do you need?” field, a Medical Records Request task is created for reading a replying to the patient. The user then manually completes the task for providing the record.
  • Medical Question (MEDQST) - When a patient send sends information from the Symptom/Condition field, a Medical Question task is created for replying to the patient. The user then manually completes the task.
  • Patient Appt Request (PPREQ) - When a patient requests an appointment on the Greenway Patient portal with a specific practice, a Patient Appt Request task is created for scheduling the appointment.
  • External Payment Received (EXTPMT) – When a patient sends a payment, an External Payment Received task is created for notifying a user that a patient payment has been received and to apply the payment to the patient’s account. Note that the External Payment Received task type is a Notification type and is available by selecting the Task Types page from the page directory on the left side of the Task Setup window and selecting the Notification type.
  • Rx Request (RXR) - When a patient requests a prescription on the Greenway Patient portal, an Rx Request task is created for viewing the Rx details, viewing the patient prescription history, and replying to the patient about whether the request was approved or denied.
  • Rx Prepare (RXP) - When a patient requests a prescription on the Greenway Patient portal using the ‘Other’ option (which allows the patient to manually enter a drug name), an Rx Prepare task is created for determining that the drug is actually being requested by the patient.

Your Medication Refills use task types that are not unique to the Portal (unlike the other task types). RXR tasks and will go directly to your providers. However, when patients request refills of inactive (lapsed) medications, or if the medication refill requires some other kind of preparation (e.g., specifying a pharmacy) they will come in as the RXP task type, and they will be assigned per provider in Intergy > Individuals & Companies > Providers > Preferences > Rx Preparation User.

In the Task Setup window (select Setup > Tasks) you will need to configure the following tasks by assigning a user for cases in which a patient does not select a provider in the Portal: Patient Appointment Request (PPREQ), Insurance Question (INSQST), Medical Question (MEDQST), General Message (GENQST), and Medical Records Request (RECREQ).

To access the Task Setup window, select Setup > Tasks. Select General and then select one of these task types from the list (e.g., PPREQ). Select Edit and then assign a user by selecting a user from the Assign User field.

For instances in which a patient does select a provider in the Portal, you can route these tasks to another user by selecting Setup > Tasks > Routing. For full instructions on configuring task routing see the Creating Task Routing Assignments section in the Tasks and Tasks Routing in Intergy topic.

For more information about Greenway Patient Portal and Tasks In Intergy see the Tasks and Tasks Routing in Intergy topic. You can also see the following help topics in Intergy Help.

  • Create a General Task Type
  • Edit a General Task Type
  • Create a Notification Task Type
  • Edit a Notification Task Type
  • Create a New Routing Assignment
  • Edit a Routing Assignment
  • Working with Routing Assignments by Service Center
4. Verify that each practice user is set up for the Patient Portal Access feature and Secure Messaging feature in the User Setup Tab of the Users and Security Setup window (in Practice Administration). Note that a user can be assigned to a security group with Patient Portal access and secure messaging permissions, assigned a role with secure Patient Portal access and messaging permissions, or assigned individual permission overrides for the Patient Portal Access and Secure Messaging features and activities. For more information, see User Setup Tab Overview and Permission Override in the Intergy online help.

In Users and Security (Practice) on the Setup tab, you can grant a user access to view and use the Greenway Patient Portal features and secure messaging features by selecting the check box for each of the following user security permissions:

Features page

  • Patient Portal Access feature permission
  • Edit Patient Portal Access activity permission
  • Secure Messaging feature permission
  • Edit Secure Message Document activity permission
  • Send Secure Message activity permission
  • View Clinical Secure Message Document activity permission
  • Void Secure Message Document activity permission
  • Person Maintenance feature permission
  • Delete Person activity permission
  • Edit Person activity permission
  • New Person Activity permission
  • Remove Person activity permission
  • Patient Application Access
    • Activate Patient Application Status
    • Deactivate Patient Application Status
    • View Patient Application Access Token

Patient Info page

  • Messaging feature permission
  • Portal Access activity permission
  • Secure Message activity permission

For more information about setting security permissions for a user, see Assign Feature Overrides to a User and Assign Permission Overrides for a User in the Intergy online help.

Domain and Port Requirements for Greenway Patient Portal Implementation

When you are implementing the Greenway Patient portal for the Intergy system, a set of specific domains and ports must be accessible during implementation. This allows connectivity to the external systems that are necessary for the Greenway Patient portal to function with the Intergy system. It is important to verify that the firewall is configured properly to allow connectivity to the external systems in order to complete the implementation.

For more information about the specific domains and ports, see the Greenway Intergy Domain and Port Requirements for Greenway Patient Portal Implementation reference guide on My Greenway.

Next Steps

For additional information on configuring Greenway Patient Portal, see the Greenway Patient Administrator Quick Start Guide and the Configuring Greenway Patient help topic.

Additionally, see the following topics for Intergy related information: